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Finance Training

All Finance Training courses

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AAT Alumni new Mon 5 Feb 2018   13:30 Finished

Across the university and assoicated bodies we have many members of staff who have previously studied AAT or are currently studying. We have set up an alumni group specifically for these AAT qualified/part qualified staff as a way to maintain the connection and to support their continued development

Cyber security

Protecting the University’s assets, intellectual property and information against cyber security threats is a complex, evolving task. Cyber attacks can result in data loss, reputational damage, fines and other types of financial loss. To help protect the University against these risks, University Information Services (UIS) is overseeing a major programme to improve cyber security levels across the University

Kieren Lovell from UIS will be coming to speak about how we manage our security in the University and what steps we can take to protect ourselves.

The AAT Foundation Certificate in Bookkeeping is the starting point for studying the AAT qualfiication.

It is a short qualification which will help you to develop essential bookkeeping skills. Once completed, you will have an understanding of basic accounting practices and techniques including double-entry bookkeeping. It can be treated as a stand alone qualifcation or used as a stepping stone to further AAT study at Level 3.

Once you have registered here you will need to complete the application form at the back of the briefing pack. These packs are available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme

AAT Level 3 Diploma in Accounting 2019-20 charged Mon 9 Sep 2019   12:30 Not bookable


The AAT Level 3, Diploma in Accounting, introduces to students to more complex financial processes and accounting tasks, the principles of VAT, professional ethics and develops their spreadsheet skills.

In addition to applying for a provisional place here, you will need to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme
AAT Level 4 Professional Diploma in Accounting 2019-20 charged Mon 9 Sep 2019   13:30 Not bookable

The course details are being finalised, for now please book a provisional place here and we will let you know when the details and application packs are available

AAT Level 4, Professional Diploma in accounting.

Students will be placed on the public day release programme with an external provider

Once you have registered here you will need to complete the application form at the back of the briefing pack. This pack is available on our website https://www.finance.admin.cam.ac.uk/training/professional-qualifications/aat/university-programme Dates will be added once they have been confirmed

Accountants' Update CPD session Wed 27 Sep 2017   13:30 Finished

Back by popular demand

We have decided to add an extra CPD session this year. There have been a number of requests for an additional session with a University specific focus and so Spencer Moore (Acting Head of Tax/International and Corporate Tax Manager) will be covering some of the tax issues that we need to be aware of.

Qualified staff can use this towards their annual CPD.

This course is designed to provide a basic introduction to how finances are managed at the University and is the ideal first course for anyone who will be working in an accounts area.

Not only does it provide an overview of how the University's Finance System (UFS) is structured but also which activities are performed centrally and which are done in departments. It introduces the concepts of the Financial Regulations and Finance Procedures as well as signposting where you can find more support, how to access UFS and what training may be appropriate for your role.

Anti-Bribery & Corruption Training Self-taught Booking not required

The University and all its staff have a responsibility to ensure that neither their conduct, nor the conduct of any person or organisation entering into any contract or arrangement with the University contravenes the Bribery Act 2010.

This online course guides you through the scope of the Bribery Act and Criminal Finances Act and highlights some of the situations that you should be aware of.

AP: eInvoicing in Accounts Payable Self-taught Bookable

An Introduction to the University's eInvoicing system, how it works and what actions/processes are completed by the department.

This on-line course will enable end users to understand the basics of accounts payable, including processing basic invoices and expense claims.

This course builds on the knowledge gained in AP Part 1. The delegates will learn how to match invoices to purchase orders, add in freight charges and process invoices from other departments. The course also covers international payments including accounting for VAT and foreign currencies. Delegates will also learn more about month end procedures and AP Reports.

2 other events...

Date Availability
Wed 1 Apr 2020 09:30 [Places]
Thu 2 Jul 2020 09:30 [Places]

This on-line course enables users to learn how to Secondary Approve invoices within the Accounts Payable module.

The Accounts Receivable (AR) module of the University’s Finance System (CUFS) deals with managing customer information and managing income generated from sales and donations.

In this course we will be looking at some of the key aspects such as:

  • creating external invoices
  • creating internal invoices
  • receipting income relating to invoices
  • receipting other income

We will also provide you with some basic information relating to banking procedures and to the University’s Online Store (also known as eSales).

This course covers the essentials for keeping your AR accounts in order. In addition to showing you how to make corrections, receipt foreign currencies and the required month/year-end reports we will also show you how you can save time by setting up memo lines, sales persons and receivable activities for your department.

2 other events...

Date Availability
Tue 28 Apr 2020 09:30 [Places]
Tue 21 Jul 2020 09:30 [Places]
Cash Handling Self-taught Bookable

« Description not available »

Cognos: Refresher Training Wed 4 Dec 2019   14:30   [More dates...] [Places]

Have you previously attended Cognos training but not used the reporting tool since and would like to start using the tool again? If so then this course will enable you to get re-acquainted with Cognos..

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

  • Grants Part 2: Grant reports in Cognos
  • General Ledger Reporting

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

3 other events...

Date Availability
Thu 27 Feb 2020 14:00 [Places]
Tue 28 Apr 2020 14:30 [Places]
Mon 20 Jul 2020 14:30 [Places]
Finance Division Inductions - Greenwich House Mon 18 Nov 2019   10:00   [More dates...] [Places]

This welcome session is for staff based in Greenwich House, will introduce you to the practicalities working in the building and the resources available to you.

8 other events...

Date Availability
Mon 2 Dec 2019 10:00 [Places]
Mon 6 Jan 2020 10:00 [Places]
Mon 3 Feb 2020 10:00 [Places]
Fri 6 Mar 2020 10:00 [Places]
Mon 6 Apr 2020 10:00 [Places]
Mon 4 May 2020 10:00 [Places]
Mon 1 Jun 2020 10:00 [Places]
Mon 6 Jul 2020 10:00 [Places]

The Finance Division values the professionalism and commitment of its members and therefore encourages all staff to develop their skills and knowledge. This short session will outline for you the Division’s policy on training and development, as well as highlighting resources from across the University that you can utilise.

7 other events...

Date Availability
Fri 10 Jan 2020 11:00 [Places]
Fri 14 Feb 2020 10:00 [Places]
Thu 12 Mar 2020 10:00 [Places]
Thu 9 Apr 2020 15:00 [Places]
Fri 15 May 2020 14:00 [Places]
Fri 12 Jun 2020 14:00 [Places]
Thu 16 Jul 2020 10:30 [Places]
Finance Division Knowledge Bites - Annual leave system Thu 12 Sep 2019   13:15 Finished

An overview of the new CHRIS bases annual leave system that will go live prior to the start of the new leave year.

Finance Division Knowledge Bites - Brexit Tue 29 Oct 2019   13:15 CANCELLED

The impact to departments from a finance perspective.

Finance Division Knowledge Bites - CUFS R12.2 Upgrade Mon 14 Oct 2019   13:15 POSTPONED

The CUFS R12.2 Upgrade Project Initiation Document (PID) has been approved and in this Knowledge Bites talk Jo Hall will share a summary of the plans for the project with us.

An overview of the Finance Business Transformation Programme (FBTP), a large scale initiative which aims to shape and enhance Finance’s processes and tools of the future. Those working in Finance roles and all users of Finance services will be crucial to making the programme a success and, as well as giving you the chance to learn about the FBTP during this session, we would also welcome your views and thoughts.

Finance Division Knowledge Bites - LEAN Training Thu 26 Sep 2019   13:00 Finished

Linda will give us a taster of the popular training course she runs on LEAN – a way of thinking that can help you improve processes by breaking down problems and tackling them in a confident and logical way. We will also learn how this is being applied both within Finance and across the wider University. Whatever your role you will benefit from the insightful advice and activities in this session.

Finance Division Knowledge Bites - Remote Access new Wed 16 Oct 2019   13:15 Finished

A demonstration of the different ways in which you can access emails, shared drives, and software on your PC while away from the office.

After the session there will be an opportunity to bring your own laptop for some assistance with setting up your remote access.

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of their roles and a greater appreciation of what they do.

6 other events...

Date Availability
Tue 21 Jan 2020 09:15 [Places]
Tue 18 Feb 2020 09:15 [Places]
Tue 17 Mar 2020 09:15 [Places]
Tue 21 Apr 2020 09:15 [Places]
Tue 19 May 2020 09:15 [Places]
Tue 16 Jun 2020 09:15 [Places]

An overview of the role of Central and Research Accounting and a taster of the range of the activities that they are involved with.

This session is a required pre-requisite for attendance on the detailed walk-through sessions for any of the following topics:

  • Fixed Assets
  • Lynxvale Limited Property Accounting
  • Fee collection
  • Trust Funds
  • Research Accounting

4 other events...

Date Availability
Fri 17 Jan 2020 14:00 [Places]
Mon 16 Mar 2020 10:00 [Places]
Tue 12 May 2020 14:00 [Places]
Thu 16 Jul 2020 10:00 [Places]

To provide an opportunity for someone from elsewhere in Finance Division to spend a day in the Credit Control Team to get an overview and appreciation of what they do.

2 other events...

Date Availability
Thu 16 Apr 2020 09:00 [Places]
Thu 9 Jul 2020 09:00 [Places]

This session led by Finance Managers and Advisers will provide attendees with an insight into their roles and how different Schools operate.

The session will be equally split between two different School teams:

  • School of Physical Sciences
  • School of Humanities & Social Sciences

to reflect the different approaches and demands of different sectors within the University.

An opportunity to gain an insight into the work of the Financial Systems Group, the day to day work and the major projects managed within this team as well as the relationships with UIS.

3 other events...

Date Availability
Tue 25 Feb 2020 14:00 [Places]
Tue 21 Apr 2020 14:00 [Places]
Tue 16 Jun 2020 14:00 [Places]

An opportunity for others within the Finance Division to spend some time with GHOST to gain an overview of their roles and a greater appreciation of what they do.

7 other events...

Date Availability
Mon 13 Jan 2020 14:00 [Places]
Mon 10 Feb 2020 14:00 [Places]
Mon 9 Mar 2020 14:00 [Places]
Mon 13 Apr 2020 14:00 [Places]
Mon 11 May 2020 14:00 [Places]
Mon 8 Jun 2020 14:00 [Places]
Mon 13 Jul 2020 14:00 [Places]

An opportunity for others within the Finance Division to spend some time with the Accounting Services Team to gain an overview of their roles and a greater appreciation of what they do.

6 other events...

Date Availability
Wed 22 Jan 2020 09:15 [Places]
Wed 19 Feb 2020 09:15 [Places]
Wed 18 Mar 2020 09:15 [Places]
Wed 22 Apr 2020 09:15 [Places]
Wed 20 May 2020 09:15 [Places]
Wed 17 Jun 2020 09:15 [Places]

To provide an introduction to the Property Accounting Services team and the activities undertaken in the Section

3 other events...

Date Availability
Wed 18 Mar 2020 09:30 [Places]
Tue 12 May 2020 09:30 [Places]
Thu 16 Jul 2020 09:30 [Places]
Finance Division Taster Sessions - Reporting Wed 11 Mar 2020   10:00   [More dates...] [Places]

To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Financial Reporting Team to get an overview and appreciation of what they do.

1 other event...

Date Availability
Thu 18 Jun 2020 10:00 [Places]

An opportunity to gain an insight into the work of the Shared Services Finance team and to understand and have an appreciation of the interrelationships with other areas and the demands and challenges faced.

3 other events...

Date Availability
Tue 14 Jan 2020 09:30 [Places]
Tue 17 Mar 2020 09:30 [Places]
Tue 19 May 2020 09:30 [Places]

To provide an opportunity for someone from elsewhere in Fin Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are offering two sessions, one on Treasury and one on Investments. Ideally the Treasury session should be attended before this one (Investments) however this is not a pre-requisite.

4 other events...

Date Availability
Thu 16 Jan 2020 09:00 [Places]
Thu 26 Mar 2020 09:00 [Places]
Thu 14 May 2020 09:00 [Places]
Thu 16 Jul 2020 09:00 [Places]

To provide an opportunity for someone from elsewhere in Finance Division to spend half a day in the Treasury & Investments Team to get an overview and appreciation of what they do. The Treasury & Investments team are ofering two sessions, one on Treasury and one on Investments. Ideally participants should attend this one (Treasury) before attending the Investments session however this is not a pre-requisite.

3 other events...

Date Availability
Wed 26 Feb 2020 09:00 [Places]
Thu 16 Apr 2020 09:00 [Places]
Fri 26 Jun 2020 09:00 [Places]
First Steps in Procurement 2017 new charged Thu 14 Dec 2017   09:30 Finished

This course has been specifically designed by the Training team for the University. It is aligned with the old level 2 course that was offered by the Chartered Institute of Procurement & Supply (CIPS) and is structured to cover the same introductory concepts and techniques.

All participants will be required to complete an application form which can be found on our website https://www.finance.admin.cam.ac.uk/training/professional-qualification/cips/first-steps-procurement

Fixed Assets web based Self-taught Bookable

A course for departmental staff who deal with purchasing, monitoring and disposal of fixed assets.

Getting started as a Key Contact Self-taught Bookable

Each department has one or more nominated Finance Key Contacts.

They take responsibility for many day-to-day interactions between the department and the Finance Division, such as:

  • Requesting and amending user access to UFS
  • Receiving communications and reports
  • Requesting new suppliers

This course tells you all about the role of a Key Contact and what it entails.

The course should work fine on most modern Smartphones and on tablet devices too.

Once you've booked onto this course you will receive an email with the web link to access the materials.

Getting Started in Cognos Tue 26 Nov 2019   14:00   [More dates...] [Places]

Cognos is a reporting tool that utilises data from CUFS to provide users with additional reports and options. This master class is designed to get existing CUFS users going with the reporting tool. It covers everything from running a report successfully as well as a number of useful tips and shortcuts.

Note: What it does not do is go through in detail the outputs of each individual report. Less experienced users of the Grants and/or General Ledger modules in CUFS are recommended to attend instead one of the following courses:

  • Grants Part 2: Grant reports in Cognos
  • General Ledger Reporting

These two courses not only cover the mechanics of running the reports but also more advice on how to interpret and use the information as well as discussion about when to use which report.

3 other events...

Date Availability
Tue 28 Jan 2020 14:00 [Places]
Wed 25 Mar 2020 14:30 [Places]
Wed 3 Jun 2020 14:00 [Places]

This course enables users to learn the basics of how the General Ledger module works, how to run online account enquiries and how to process journals.

3 other events...

Date Availability
Tue 10 Mar 2020 09:30 [Places]
Thu 14 May 2020 09:30 [Places]
Thu 9 Jul 2020 09:30 [Places]
GL Part 2: Reporting in the General Ledger Wed 20 Nov 2019   09:30   [More dates...] [Places]

This course provides users the opportunity to run General Ledger reports and how to interpret them when managing departmental funds.

You are invited to bring with you any reference documents that you may have detailing your own departmental codes.

4 other events...

Date Availability
Tue 21 Jan 2020 09:30 [Places]
Thu 19 Mar 2020 09:30 [Places]
Tue 19 May 2020 09:30 [Places]
Thu 16 Jul 2020 09:30 [Places]

General Ledger Transfer codes are a particular useful tool to help you to manage your departmental accounts as they allow you to use surpluses generated in one account to fund activities elsewhere.

Grants and Indirect Costs Seminar Fri 31 Jan 2020   10:00 [Places]

« Description not available »

A short online course that provides a basic introduction to the key features of Research Grants and how they are managed in the University.

Please note it does not include detailed guidance of how to apply for grants (e.g. using pFACT/X5) – please contact the Research Operations Office for advice.

Grants Part 2: Grant reports in Cognos Thu 28 Nov 2019   09:30   [More dates...] [Places]

This course will concentrate on how to use the Cognos reporting tool to help manage departmental research grants. These reports can be divided into three main categories:

  • Summary financial information for Projects
  • Detailed expenditure analysis
  • Management reports for Grants due to close

In this course we will not access the Grants module in CUFS.

4 other events...

Date Availability
Thu 16 Jan 2020 13:00 [Places]
Tue 24 Mar 2020 09:30 [Places]
Thu 7 May 2020 13:00 [Places]
Thu 9 Jul 2020 13:00 [Places]
Grants Part 3: Viewing Grants in CUFS Tue 17 Dec 2019   09:30   [More dates...] [Places]

This course provides an overview of the Grants module in CUFS. The course will cover how you can view your projects and awards, check budgets, perform on-line queries and run some CUFS reports.

3 other events...

Date Availability
Tue 11 Feb 2020 09:30 [Places]
Thu 23 Apr 2020 09:30 [Places]
Tue 16 Jun 2020 09:30 [Places]

This course covers the day to day and month end transactions that need to be completed using a variety of tools in CUFS.

2 other events...

Date Availability
Thu 30 Apr 2020 13:00 [Places]
Thu 25 Jun 2020 09:30 [Places]
How to Excel - Part 1 & 2 (For Finance Staff) Wed 11 Dec 2019   09:30   [More dates...] [Places]

This course will enable the participants to practice existing spreadsheet skills and develop more advanced skills within the context of UFS data. There will be the opportunity to extract data from the system and learn to manipulate, analyse and use it for reporting purposes. The course runs over two sessions and participants will need to attend both of these sessions.

3 other events...

Date Availability
Tue 4 Feb 2020 13:00 [Places]
Thu 30 Apr 2020 09:30 [Places]
Thu 18 Jun 2020 13:00 [Places]
How to Excel - Part 3 (For Finance Staff) Tue 19 Nov 2019   09:30   [More dates...] [Places]

The session will look at more advanced formulas and macros using the recorder and VBA tools.

The formulas covered in this course include SUMIF, COUNTIF and INDEX MATCH which will enable the user to quickly summarise data.

Macros will enable the user to automate tasks within excel. During this session, we will use the example of needing to analyse, sort, split and send data to specific email contacts. Users will be introduced to a series of macros to reduce this process to a few simple steps.

3 other events...

Date Availability
Thu 23 Jan 2020 09:30 [Places]
Wed 25 Mar 2020 09:30 [Places]
Wed 3 Jun 2020 09:30 [Places]
Introduction to Tableau Server (Examination results) new Fri 9 Aug 2019   09:30 CANCELLED

Tableau Server is an online application available to all members of the university to access Tableau dashboards and visualisations.

Tableau Viewer is entry level access to Tableau Server and allows you to view Tableau content created by others.

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